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Client Reviews

Built around their business. Proven in their workflow.

Hear from organizations that have worked with Counterpoint to automate underwriting, policy administration, program workflows and other business processes.

Request a Demo → Read the RealCare Story

Reviews fromRealCareSAMBANoble Nexus

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“…we could not underwrite a massive program like ours without the tools Counterpoint built for us.”

Mary FairowSenior Vice President, RealCare

“With Counterpoint, we have become more efficient and productive.”

Santiago FlorezHead of Business Intelligence, Noble Nexus

“Counterpoint's innovative application development skills enabled the creation of multiple robust web applications…”

Walt WilsonExecutive Director, SAMBA

Featured customer story

A Real Estate E&O program, fully automated.

RealCare

Real Estate Errors & OmissionsProfessional liabilityCustom program solution

“We partnered with Counterpoint for our Real Estate E&O program because of their niche expertise in professional liability automation.”

Mary FairowSenior Vice President, RealCare

Talk About Your Program →

01 · The need

A program growing state by state

RealCare was writing direct and producing business with a new carrier on a state-by-state basis while licensing was underway. The program needed remote auditing and automated reporting to fully automate its workflow.

02 · The solution

Software customized to the program

Counterpoint completely customized software around RealCare's particular requirements, drawing on its professional liability automation expertise and building in the remote auditing and automated reporting the program needed.

03 · The result

Delivered on budget and on time

“Counterpoint delivered, on budget and on time – we could not underwrite a massive program like ours without the tools Counterpoint built for us.”

Full review · Mary Fairow, Senior Vice President, RealCare

“We partnered with Counterpoint for our Real Estate E&O program because of their niche expertise in professional liability automation. Counterpoint completely customized software to meet our very particular needs. We began writing direct and produced business with our new carrier on a state-by-state basis as the licensing process was underway, and we needed remote auditing and automated reporting functionalities for our custom solution to fully automate our workflow processes. Counterpoint delivered, on budget and on time – we could not underwrite a massive program like ours without the tools Counterpoint built for us.”

In their words

Underwriting systems, custom applications and automated workflows.

Published reviews from Counterpoint clients, shown in full.

Underwriting automationPolicy administrationAccounting integration

“Counterpoint’s insurance technology experts designed our online underwriting system which has thoroughly automated our underwriting process. With this system, we can clear, quote, bind, issue and endorse policies, bill producers, and report to the insurance carrier. Our system automatically syncs to an accounting database and accepts data from an external OCR site. Counterpoint provides expertise in hardware purchases, including servers, firewalls, and PC’s as well as data hosting services, endpoint protection, and more.”

Erik CarlsonSenior Vice President

MGASymphony MTCOnline underwriting system

“CSI redesigned our online underwriting system. With our new system, we are able to clear, quote, bind, and issue policies and endorsements easily. With Counterpoint, we have become more efficient and productive. I would highly recommend Counterpoint.”

Santiago FlorezHead of Business Intelligence, Noble Nexus

Custom web applicationsMembership organization

“Counterpoint’s innovative application development skills enabled the creation of multiple robust web applications tailored to the unique needs of our membership. Counterpoint employed the WordPress content management system to deliver a highly reliable customer experience via enhanced automation, ease-of-use, and security.”

Walt WilsonExecutive Director, SAMBA

What clients value

The same themes, in every review.

Read across the reviews and five recurring themes stand out. Each is backed by what clients actually said.

Customization

Technology configured around specific requirements.

“Counterpoint completely customized software to meet our very particular needs.”RealCare“…tailored to the unique needs of our membership.”SAMBA

Automation

Manual insurance processes moved into connected workflows.

“…thoroughly automated our underwriting process.”Erik Carlson“…to fully automate our workflow processes.”RealCare

Insurance expertise

Understanding of niche insurance operations.

“…niche expertise in professional liability automation.”RealCare

Partnership

Delivery clients can count on, and support beyond the software.

“Counterpoint delivered, on budget and on time…”RealCare“I would highly recommend Counterpoint.”Noble Nexus

Efficiency

Less unnecessary manual processing.

“…we are able to clear, quote, bind, and issue policies and endorsements easily.”Noble Nexus“With Counterpoint, we have become more efficient and productive.”Noble Nexus

Organizations that have worked with Counterpoint

RealCareSAMBANoble Nexus

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